How_do_I_add_a_rate_

How do I add a rate?

Organization use rates to calculate a billed amount for electricity, water, sewer, and other services that bill based on the amount used by a customer. The rate allows you to customize how the billed amount is calculated and define what happens when the billed amount is unpaid. 

The Rate table (Organization > Rates) stores all of the rates that are used in the Utility Management application to calculate and bill services. 

 

Adding a rate

1. Open Connect Utility Management > Organization > Rates. 

2. Click New (CTRL+N). 

3. Use these help topics to set up the rate options.

 

How do I format a rate number?

How do I add a description to a rate?

How do I link a rate to a service?

How do I set a low/high usage limit on a rate?

How do I calculate sales tax on a rate?

How do I add a base amount to a rate?

How do I bill a minimum/maximum amount on a rate?

How do I activate units base?

How do I activate units usage on a rate?

How do I use ascending block rate on a rate?

How do I allow new billings on a rate?

How do I set up demand on a rate?

How do I manage rate levels on a rate?

How do I override the default GL accounts on a rate?

Rate calculation variables list

Rate custom option list

Rate operators list

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

202205, 2022

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

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